Insurance Sales Course Online Certification | upGrad Campus

Certification Program in Insurance Sales

upGrad Campus has partnered up with Tata AIA Life and designed a certification program to give you all the right skills to excel in Insurance Sales. This all-inclusive course covers in depth both theoretical knowledge as well as practical know-how. But the best part? Complete this Insurance Sales course certification online and get a guaranteed job in Tata AIA Life!

Live Sessions | On-site training | Get Stipend from Day 1
EMI starting from Rs. 4167/month
Admission closing on

  • Support
  • Program
    3 Months
  • 3 LPA
    Expected Package
    3 LPA
  • at Tata AIA Life
    Guaranteed Job
    at Tata AIA Life

Get Certified in Insurance Sales and work at one of India’s leading Insurance Companies, Tata AIA Life


Insurance Sales taught from scratch by the best-in-class faculty and industry leaders.


Learn about Insurance policies, IC - 38, the Legalities involved in Insurance and much more to become well-versed in this field.


Master various Sales techniques like Pitching, Upselling, Negotiating through role-playing activities and On-site training.


Earn while you learn with monthly stipends - an investment that pays you back right from Day 1.


Get a guaranteed job position at Tata AIA Life immediately upon enrollment.

Applied AI course

Get hired immediately and master Insurance Sales skills along the way!

Designed for beginners, this insurance sales training gives you the specific skills needed to start as a high-performing insurance agent and salesperson at Tata AIA Life.

  • skills

    Learn how Insurance Sales works in the real world

    Undergo rigorous training that covers everything from Insurance policies and Insurance plans to Sales pitching and maximising lead conversions.
  • skills

    Get the soft skills needed to ace your job

    1. Practice business communication (written and oral)
    2. Learn public speaking and presentation skills
    3. Develop active listening and storytelling skills in all interactions
  • skills

    Become the best there is - get trained in every form possible

    Get 360° learning using various learning methods. Be it Online classes, On-Site Training or Projects, you’ll get the best when you enroll with us.
  • skills

    Enroll now and start working at Tata AIA Life - it’s that easy!

    Join now and get an exclusive opportunity to work with Tata AIA Life right from Day 1.
100+ students have already enrolled!Grab your seat quickly. The clock is ticking

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About the program

Learn Insurance Sales from India’s best online education platform and work with India’s leading Life Insurance brand Tata AIA Life once you successfully complete the program. Take on the most competitive industry with this professional certification course that will teach you all the technical and soft skills required to land every Insurance Sales pitch perfectly.

Course Duration
  • 3 Months
  • 250+ Learning Hours
Course Fees

Scholarships Available

Course Curriculum

  • Introduction to Insurance
  • Customer Service
  • Legal Aspects of an Insurance Contracts
  • Pricing and Valuation in Life Insurance
  • Payments under Life Insurance Policy
  • Introduction to Life Insurance
  • Traditional Plans
  • Annuity
  • Riders
  • Tata AIA Life Products
  • Products Sales Pitch
  • Proficiency in Speaking
  • Written Communication
  • Self Management
  • Customer Management
  • Campus to Corporate
  • Tata AIA Life’s Vision
  • Working in Teams
  • Overview of Share Markets
  • ULIP Charges and Deductions
  • Investment Funds
  • Health Plans
  • Tata AIA Life’s ULIPs and Health Plans
  • Product Sales Pitch
  • Need for Combo Plan
  • Distribution Channels in Life Insurance Industry
  • Banking Industry
  • Bancassurance Model
  • Bancassurance Sales Team
  • Lead Generation Activities
  • Banca Channel-Support Functions
  • Regulations Revisit of IC-38 Corporate Agency
  • Overview of Agency Channel
  • Overview of Direct Channel
  • Time-value of Money
  • Calculating Rate of Returns
  • Overview of Financial Markets
  • Introduction to Sales Process
  • Prospecting and Appointment
  • Meeting and Fact Finding
  • Arriving at Solutions
  • Sales Benefit Illustration
  • Objection Handling
  • Closing and Referrals
  • Business Insurance
  • E-Platform
  • Outline the log-in to conversion process
  • E-insurance account overview
  • Policy Servicing
  • Underwriting and Form filling
  • Underwriting Grievance Redressal Mechanism
  • Claims
  • Customer Segmentation and Profiling
  • Competitor Analysis
  • Product Presentation

The curriculum and content are subject to revision based on industry trends and updates.

Want to know if this is the
right course for you?

Help us with your details and our career counsellors will get in touch with you shortly!

What sets this program apart from others?

You need more than theoretical knowledge to thrive in this industry. This specially curated program sets the foundation for you to be a high-performing Insurance salesperson.

  • course

    Live Classes

  • course

    Mentorship Sessions

  • course

    Industry Relevant Curriculum

  • course

    Top Faculty & Industry Experts

  • course

    upGrad Campus Certificate

  • course

    Scholarships & Financial Assistance

Meet the Program Experts

  • Satish Bhatt

    Satish Bhatt

    Chief Manager Training, Bancassurance

  • Ritika Joshi

    Ritika Joshi

    Insurance Trainer,
    Tata AIA Life

  • Prerana Shrivastava

    Prerana Shrivastava

    Zone Manager Training,
    West at Gaadi Web Pvt Ltd

Get certified and take your career ahead

upGrad Campus is the most reliable way to pick-up industry relevant skills and knowledge. This certification by upGrad Campus will ensure abundant opportunities, not only in Tata AIA Life, but in future endeavours as well. So learn with the best educational platform and work with one of the most trusted Insurance companies through this certification program.
insurance sales certification


Insurance Sales is a booming field and provides for a multitude of lucrative job opportunities. However to be an active player in this highly competitive field, you need to have the right skills and industry relevant knowledge under your belt.

In this certification program, upGrad Campus teaches practices brought straight from the industry that will transform every beginner into a remarkable Insurance Sales professional. You will learn Insurance from A-Z as well as all the skills to become a stellar Salesperson.

upGrad Campus is India’s largest higher education platform that makes college students ready for the best jobs.

  • Learn from the world’s best faculty and industry experts
  • Premium learning content and study materials
  • Excellent student mentor support and on-demand teacher assistance
  • Focus on practical hands-on experience with industry-relevant case studies, live projects, and capstone projects
  • Dedicated placement support platform for you to access the best job opportunities from the world’s top companies

An ideal candidate to apply for this course should be a graduate who has scored more than 50% in their final year. The candidate should have a reasonably good grasp on English and a regional language, along with the basic understanding of the Insurance industry. Possession of a two-wheeler is preferable but not mandatory.

The admission process starts with applying for a program on the upGrad Campus website.

Following are the key steps in the admission process:

  • Step 1: Complete the application. Contact our learning consultant and fill up the application form.
  • Step 2: Get shortlisted & receive the admissions offer letter. Our admissions committee will review your profile followed by a screening interview with one of our senior counselors. Upon being selected, an offer letter will be sent to you confirming your admission to the program.
  • Step 3: Block your seat. Block your seat and enroll in the program. Get access to the course material and begin your journey to a successful career.

upGrad Campus is an initiative by upGrad that strives to provide world-class job-ready programs for college students. It is one of the best online learning platforms in the world, which provides in-depth learning through extensive modules and study materials and practical knowledge through case studies, live projects, and capstone projects. Furthermore, upGrad Campus offers exemplary placement assistance, enabling you to access the best job opportunities in top companies in the industry.

*The placement figures represent the number of students placed by upGrad. Past record is no guarantee of future job prospects. The success of job placement/interview opportunity depends on various factors including but not limited to the individual's performance in the program, the placement eligibility criteria, qualifications, experience, and efforts in seeking employment. Our organization makes no guarantees or representations regarding the level or timing of job placement/interview opportunity. Relevant terms and conditions will apply for any guarantee provided by upGrad.